Quantitative Value US Large Caps

nahabba2

Last Login: 08/20/2023

Overview

News

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-4.7%

since 5/28/2019

Ø-Perf. per year

Performance (1yr)

Volatility (1yr)

Return/Risk

Portfolio chart

Details

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Trading Idea

This wikifolio implements a simple quantitative value strategy. As investment universe only large caps, that are listed on an exchange in the US, are considered. This strategy has outperformed the market over almost every ten-year period in the last 50 years. The wikifolio will hold up to 20 stocks and when bought no stock exceeds 5% of the portfolio.

Master data

Symbol

WFQVAL0001

Date created

05/28/2019

Index level

High watermark

100.4

Investment Universe

You want access to all the information?

To see the current portfolio of this wikifolio, the wikifolio chart, all key figures and previous trades, register now - completely free of charge.

For the composition of the virtual portfolio click here.

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